Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 2,105 institutions that hold shares in the stock, with a total of 506 Million shares, which have been reported (via 13F filing form) to have a value of $63.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
4,324
shares
|
$541,364
0.02% of portfolio
|
Q4 2024
Added 17.44%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
4,319
shares
|
$540,738
0.01% of portfolio
|
Q1 2025
Added 6.12%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2025 Q1 2025 |
4,319
shares
|
$540,738
0.17% of portfolio
|
Q1 2025
Reduced 5.76%
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
4,305
shares
|
$538,986
0.4% of portfolio
|
Q1 2025
Reduced 7.7%
|
|
|
First National Bank & Trust CO Of Newtown
|
Apr 30, 2025 Q1 2025 |
4,280
shares
|
$535,856
0.11% of portfolio
|
Q1 2018
Added 100.0%
|
|
|
Lmr Partners LLP
London, X0 |
May 15, 2025 Q1 2025 |
4,265
shares
|
$533,978
0.01% of portfolio
|
Q2 2024
Added 12.27%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
4,244
shares
|
$531,348
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
May 15, 2025 Q1 2025 |
4,243
shares
|
$531,223
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
May 12, 2025 Q1 2025 |
4,229
shares
|
$529,470
0.3% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Apr 16, 2025 Q1 2025 |
4,228
shares
|
$529,345
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2025 Q1 2025 |
4,220
shares
|
$528,344
0.04% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
4,188
shares
|
$524,337
0.1% of portfolio
|
Q1 2025
Added 22.6%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
4,178
shares
|
$523,085
0.48% of portfolio
|
Q1 2025
Reduced 17.5%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
4,172
shares
|
$522,334
0.07% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
4,170
shares
|
$522,084
0.05% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
4,168
shares
|
$521,833
0.19% of portfolio
|
Q1 2025
Reduced 10.63%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
4,161
shares
|
$520,957
0.02% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Apr 15, 2025 Q1 2025 |
4,155
shares
|
$520,206
0.29% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
4,151
shares
|
$519,705
0.03% of portfolio
|
Q1 2025
Added 28.67%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
4,151
shares
|
$519,705
0.17% of portfolio
|
Q4 2024
Added 542.57%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
4,149
shares
|
$519,454
0.09% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Clarendon Private LLC
Boston, MA |
May 07, 2025 Q1 2025 |
4,144
shares
|
$518,828
0.97% of portfolio
|
Q1 2025
Added 22.97%
|
|
|
Aurora Investment Counsel
Atlanta, GA |
May 01, 2025 Q1 2025 |
4,134
shares
|
$517,576
0.31% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
4,116
shares
|
$515,323
0.0% of portfolio
|
Q1 2025
Reduced 35.98%
|
|
|
Cookson Peirce & CO Inc
|
May 13, 2025 Q1 2025 |
4,109
shares
|
$514,446
0.03% of portfolio
|
Q1 2025
Added 21.82%
|